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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,897 | $87,166-96.7% | $76,735-96.2% | $137,256-97.9% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 29.56% | 26.50%+3.1pp | 29.77%-0.2pp | 220.34%-190.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,926 | $4,726-59.2% | $4,088-52.9% | $6,407-69.9% |
| Admin fee / account holder | $360 | $8,403-95.7% | $7,189-95.0% | $12,270-97.1% |